How to Upload OnTime Report Templates to the OnTime Customer Web Portal

General
These OnTime report templates may be uploaded to the OnTime Customer Web Portal:
  • Shipping label
  • Waybill
  • Bill of lading
  • Standard invoice
  • Simplified invoice
Follow these steps to upload the selected OnTime report template to the OnTime Customer Web Portal:
  1. Click the General Options button under the Home tab in OnTime Management Suite.
  2. Go to the Customer Web Portal options.
  3. Scroll down to the Report Templates section and click Upload Current next to the name of the OnTime report template you need to upload.
  4. Click Ok to save your changes.
Once you have finished with these steps, then any modifications made to the OnTime report template you uploaded will be immediately reflected in all reports of its kind for all of your customers to access through the OnTime Customer Web Portal.
Article ID: 67, , Modified: September 16, 2019 at 2:45 PM

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